The following have been deployed in this release.
1. CharityEngine (released on 03/27)
2. Web Forms (03/27)
3. Data Job Processor (03/25)
4. Bill Pay (03/25)
CharityEngine
| ID | Work Item Type | Title | APP |
| 43156 | Feature | DAFpay is Now Available on Donation Forms Donors can now give directly through their Donor Advised Funds (DAFs) using your CharityEngine donation forms. With the integration of DAFpay—a fast, secure, and trusted way to give via DAFs—all new and existing forms will have this option enabled by default (with the ability to disable if needed). This update offers a more seamless giving experience for donors and added flexibility for your organization. |
CharityEngine |
| 43158 | Feature | Drag-and-Drop Reordering for Form Fields You asked, and we delivered! You can now easily rearrange form field labels using drag-and-drop, just like you do with pins in the sidebar. No more clicking up or down one field at a time. To try it, head to your form’s Layout tab and start organizing your fields with ease. |
CharityEngine |
| 43479 | Feature | Drag-and-Drop Reordering for Custom Field Options Once form fields got drag-and-drop functionality, custom field options got jealous and called to say they wanted it too. So… we gave in. Now, when viewing options under a specific custom field, you can reorder them with drag-and-drop ease. |
CharityEngine |
| 43436 | Feature | UX Update: Improved “New Contact Information Detected” Pop-Up Spotting updated donor contact info is one of our platform’s strengths. And now it’s even easier to manage. We’ve refreshed the pop-up modal to let you select which fields to update right from the side-by-side comparison view. No more relying on memory to decide what’s changed. To check it out, go to your Transaction Listing screen and click any contact record marked with the orange “i” icon. |
CharityEngine |
| 43457 | Feature | UX Update: Clearer Password Reset Error Messages Resetting your password shouldn’t feel like cracking a code. While we’ve always kept security tight (to keep hackers guessing), we understand that vague error messages weren’t helping anyone. With this update, you’ll now see clearer, more helpful guidance when creating a new password—so you know exactly what’s missing. Secure fundraising just got a little friendlier. |
CharityEngine |
| 43462 | Feature | New Filter on Contact Record Acknowledgements Tab Wondering if a donor was sent a statement? Now it’s easier than ever to find out. We’ve added a new Type filter to the Acknowledgements tab on contact records, so you can quickly see any past statements, acknowledgements, or receipts. |
CharityEngine |
| 43406 | Feature | Tokens Now Available in SMS Messages Now, your texts can be just as personal as your emails. With tokens (aka dynamic fields) in SMS messages, you can easily tailor each message with donor names and other custom details. Click the new token button in SMS Blasts to add that personal touch. |
CharityEngine |
| 43484 | Feature | Save Settings on Campaign Dashboards Love the flexibility of our Campaign Dashboard but wish it remembered your campaign selection? Now it can. We’ve added a “Save Settings” toggle that lets you lock in your preferred campaign view—so every time you come back, your dashboard picks up right where you left off. Same flexibility. Now with saved preferences. |
CharityEngine |
| 43497 | Feature | New Report: Event Roster & Seating Your big event is coming up, and now you can easily view your roster and seating report to stay organized. Head to your Event Listing screen, click the three-dot “Manage” menu next to your event, and select “Roster & Seating.” You’ll see a list of tables and the registrants assigned to each seat—making it easy to track and arrange who’s sitting where. |
CharityEngine |
| 43492 | Feature | New Option: Change Event Seating from Registration Record Thanks to the new Roster & Seating report, you can see who’s sitting where at your event. And now, if you need to move someone to a different seat, you can do it right from their registration record. Just head to the “Sessions & Seating” tab to make updates. |
CharityEngine |
| 43526 | Feature | Contact Titles Now Display Irrespective of Organization Affiliation You asked, we listened! Contact titles will now appear on the contact record, even if the contact isn’t linked to an organization. This gives you a quick, at-a-glance view of their role—no extra clicks needed. |
CharityEngine |
| 43472 | Feature | New Fields in Contact Search & Query Builder: Average Donation + Most Recent Payment Method You can now view a contact’s average transaction amount and most recent payment method using the Contacts Report Builder or the Query Builder. These new fields make segmenting and analyzing donor behavior easier—no complex formulas required. Smarter queries. Deeper insights. |
CharityEngine |
| 43531 | Bug | Advocacy "Donate" Message Type Has no Method for Donation. | CharityEngine |
| 43268 | Bug | The contact address will not update on the single-line address after saving. |
CharityEngine |
| 43270 | Bug | Batch Transactions PO Box Shows Error With Correct PO Box. | CharityEngine |
| 43465 | Bug | New Creative (SMS and Mail pages) UI misalignments. | CharityEngine |
| 43482 | Bug | Phone Number Extension Displaying Without A Space On Contact Record. | CharityEngine |
| 43494 | Bug | UI Display Updates. | CharityEngine |
| 43496 | Bug | The download vCard link is broken. | CharityEngine |
| 43517 | Bug | Organization and Household Group and Tag Filters on Contact Screens. |
CharityEngine |
| 43173 | Bug | Design Template Options Display for Acknowledgements. | CharityEngine |
| 43145 | Bug | Include Birthdate and Gender in Transaction New Contact Info Alerts. | CharityEngine |
| ID | Work Item Type | Title | APP |
| 43502 | Bug | Web Form: Out-of-the-Box Pledge Web Form – "Card Number Invalid" Error | Web Forms |